Sectors: Software
Good morning, James & team,
XRO -9.03%: not a good day for the accounting platform, with weak price action ahead of today’s 1H numbers proving to be on the money.
Dear James and Shawn
Hi Market Matters Team
What’s your view on CAT – You trimmed your exposure back to 4% on 27/10 – the SPP at $6.68 closed 5/11. The share price has fallen to low of $6.10 this morning. Trading around $6.20.
For those who do not hold CAT – at what price would you consider CAT a buy? or has the opportunity been missed at this price?
regards
Debbie
Hi MM,
For people without WTC exposure, do you think now is a good time to buy? With the recent ASIC office raid, I would have thought it’s premature to invest given the potential for further fallout as a result of the investigation.
Regards,
Peter
Hey James and Team,
Hi guys
Your thoughts on tne. The ceo was very bullish and was confident it would have revenue of over 1 billion by 2030. This would be double what it is now. After the recent pullback do you see this as a good buying opportunity
Thanks
Tony
Hi Market Matters Team
What’s your view on Pro Medicus – Is the share price looking interesting now? – Will it be on your watchlist soon?
Are we still holding SUL ?
regards
Debbie
Good Morning, enjoying the reports and so on.
My first question. You removed Nuix (NXL) from Emerging Companies Portfolio,?
While I’m here what do you think of Grange (GRR), magnetite!
Thanks
Hamilton
Microsoft delivered another strong quarterly result, with revenue and earnings beating forecasts across the board, though the market reaction was muted as expectations for its AI and cloud business remain sky-high. Shares were trading down ~2.6% in after-hours trade, despite an impressive set of numbers.
